Get Started
Client Login

Category: Current & Economic Events

Construction workers in safety vests and helmets at a building site with scaffolding and various materials, under sunlight.
  • Current & Economic Events, Investing, Recent Events
7 min read

How Investors Can Navigate Growing Concerns in Q4 2021

As we begin the final quarter of 2021, the economy is shifting from a recovery phase to a sustained expansion. Investor sentiment has shifted alongside this, swinging from bullishness to bearishness. This is understandable because, while the underlying trends are positive, it's no longer the case that the economy and markets have nowhere to go but up. Challenges such as the pace of growth, fears of stagflation, debt problems in China, Fed policy, the government debt ceiling and more are weighing on investors' minds. How can investors balance risk and reward with a long-term perspective during the final months of the year?
A city skyline at night with illuminated high-rise buildings and busy highways.
  • Current & Economic Events, Investing
4 min read

Why Investors Need Perspective Amid China and Fed Concerns

Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Recent FOMC (Federal Open Market Committee) meeting minutes confirmed that the Fed could slow its balance sheet expansion within the next few months and this week's virtual Jackson Hole Economic Symposium could provide more clarity around future rate hikes. How can long-term investors navigate the policy changes and economic uncertainty that lie ahead?
The image shows the seal of the United States Federal Reserve System overlaid on a background of various US dollar bills.
  • Current & Economic Events, Investing
5 min read

Why Fed Tapering Shouldn’t Alarm Long-Term Investors

Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Recent FOMC (Federal Open Market Committee) meeting minutes confirmed that the Fed could slow its balance sheet expansion within the next few months and this week's virtual Jackson Hole Economic Symposium could provide more clarity around future rate hikes. How can long-term investors navigate the policy changes and economic uncertainty that lie ahead?
Close-up of a calculator and pen on top of financial charts and documents with graphs and data.
  • Current & Economic Events, Investing
4 min read

What Valuations Are Signaling to Long-Term Investors

As the economy shifts from recovery to expansion, one challenge for investors continues to be the high level of valuations. In the long run, valuations are investors' best North Star since they don't just tell us how much something costs, but also what we get for our money.
Silhouette of a person standing and peering over the edge of a steep cliff.
  • Current & Economic Events, Investing
4 min read

Why Investors Need Perspective When Markets Decline

As it often does, the stock market has hit a rough patch due to concerns around the delta variant, economic growth, interest rates and more. Although no two market pullbacks are exactly alike, there have already been several periods of short-term volatility this year in response to similar headlines. For long-term investors, it's important to remember that these setbacks are a natural, expected, and manageable part of investing.
A small model house with a gray roof and red accents sits on a wooden surface next to a keychain with two keys.
  • Current & Economic Events, My Money & Me
3 min read

Why the Housing Market Is at All-Time Highs

The housing market continues to heat up alongside the post-pandemic boom. The limited supply of homes, historically low interest rates, rising financial asset prices and other factors have created a sense of urgency among many to buy new homes and list their existing ones.
Close-up of a United States Treasury check for $1,400 labeled "American Rescue Plan 2021" against a background of U.S. currency.
  • Current & Economic Events, Taxes
4 min read

Tax Planning with the American Rescue Plan

The American Rescue Plan was signed into law on March 11 and there are several provisions that create tax planning opportunities. Here is a review of the most significant provisions for individuals.
A red Swiss Army knife with multiple tools extended, including blades, scissors, and a small screwdriver.
  • Current & Economic Events, Financial Planning
9 min read

Our Big 2020 Election Takeaway? Stay Flexible

Which word best describes the current state of the country to you: divided or balanced? Your answer likely depends on several factors, ranging from politics to life experiences to your penchant for optimism. Regardless, it looks like we’re on course to have a Democratic president and a split Congress.
A gold bar labeled "Fine Gold 999.9 Net WT 1000g" rests on top of several U.S. one hundred dollar bills.
  • Current & Economic Events
5 min read

The Long and The Short of It
Tax Management on a World Map
  • Current & Economic Events
2 min read

Forewarned Is Forearmed: International Tax Compliance Is About To Get Stricter
Business review newspapers with market crash printing
  • Current & Economic Events
5 min read

Lessons for the Next Financial Crisis
Image showing the Union Jack and European Union flags overlaid on a cityscape, with financial graphs and coin imagery, symbolizing economic themes related to the UK and EU.
  • Current & Economic Events
4 min read

Don’t Sweat the Brexit
Subscribe

Stay informed

Subscribe to receive timely financial insights and invitations to our exclusive events

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name
Sign up: